With U.S. consumers tapped out, it will take other markets to float our economy.

The author offers opinions on U.S. economic conditions. U.S. consumers are seen as unable to maintain the level of consumption that accounted for roughly 70 percent of gross domestic product (GDP) prior to the global financial crisis and recession. An increase in exports and business investment is said to be necessary to make up the gap created by lower consumption, with demand created by consumers in developing countries.